West Coast Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,698
| Closed | -$676K | – | 154 |
|
|
2025
Q1 | $676K | Buy |
7,698
+3
| +0% | +$263 | 0.08% | 91 |
|
|
2024
Q4 | $695K | Hold |
7,695
| – | – | 0.08% | 91 |
|
|
2024
Q3 | $621K | Buy |
7,695
+4
| +0.1% | +$323 | 0.07% | 97 |
|
|
2024
Q2 | $521K | Buy |
7,691
+30
| +0.4% | +$2.03K | 0.06% | 100 |
|
|
2024
Q1 | $461K | Buy |
7,661
+152
| +2% | +$9.15K | 0.06% | 102 |
|
|
2023
Q4 | $395K | Buy |
7,509
+3,261
| +77% | +$171K | 0.05% | 107 |
|
|
2023
Q3 | $227K | Sell |
4,248
-48
| -1% | -$2.56K | 0.03% | 138 |
|
|
2023
Q2 | $225K | Buy |
4,296
+102
| +2% | +$5.35K | 0.03% | 144 |
|
|
2023
Q1 | $206K | Buy |
+4,194
| New | +$206K | 0.03% | 133 |
|
|
2022
Q2 | – | Sell |
-4,173
| Closed | -$207K | – | 137 |
|
|
2022
Q1 | $207K | Buy |
4,173
+3
| +0.1% | +$149 | 0.03% | 132 |
|
|
2021
Q4 | $201K | Buy |
+4,170
| New | +$201K | 0.03% | 136 |
|
|
2019
Q4 | – | Sell |
-7,830
| Closed | -$310K | – | 111 |
|
|
2019
Q3 | $310K | Buy |
+7,830
| New | +$310K | 0.07% | 94 |
|